Donna Savastani is a registered investment advisor at Cra Financial Services, L.L.C., based in Northfield, NJ, with 17 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,366 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CRA Financial provides investment management services for an annual fee based on a percentage of the value of your portfolio. The annual fee generally varies between 0.75% and 1.00%, depending on the amount of assets managed. The fee is charged quarterly, in advance. CRA may provide complimentary financial planning services to clients who engage CRA for investment management services.
Location
332 Tilton Road, Northfield, NJ, 08225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Donna is a 25% owner of a short-term investment rental property in Bradenton, FL, since November 2021. She spends minimal time on this activity.
Employment History
Current Registrations
Cra Financial Services, L.L.C.
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.